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| Provider | Service type | Compensation |
|---|---|---|
RTW FINANCIAL ADVISORS5+ years Service code 27 14114 DALLAS PKWY · DALLAS, TX 752541346 | Advisory (Plan) | $114,078 |
Filed as: JOHN HANCOCK RETIRMENT PLAN SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $81,378 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $16,543 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $671,907-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 15.0%-15.0pp | 2.8%-2.8pp |
| Annual return | 7.81% | 16.32%-8.5pp | 10.76%-3.0pp | 16.32%-8.5pp |
| Employer contribution / active EE | $18,685 | $17,007+9.9% | $68,795-72.8% | $17,007+9.9% |
| Participant deferral / active EE | $0 | $406-100.0% | $229-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $6,717-100.0% | $127-100.0% |